Ophir Asset Management Pty as of Dec. 31, 2022
Portfolio Holdings for Ophir Asset Management Pty
Ophir Asset Management Pty holds 27 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FTI Consulting (FCN) | 6.3 | $33M | 206k | 158.80 | |
| Transmedics Group (TMDX) | 6.0 | $31M | 502k | 61.72 | |
| Inmode Ltd. Inmd (INMD) | 5.5 | $29M | 806k | 35.70 | |
| Calix (CALX) | 5.3 | $27M | 401k | 68.43 | |
| Maximus (MMS) | 5.1 | $27M | 362k | 73.33 | |
| J&J Snack Foods (JJSF) | 5.0 | $26M | 172k | 149.71 | |
| Box Cl A (BOX) | 4.8 | $25M | 807k | 31.13 | |
| Five9 (FIVN) | 4.5 | $24M | 348k | 67.86 | |
| Tyler Technologies (TYL) | 4.5 | $24M | 73k | 322.41 | |
| Extreme Networks (EXTR) | 4.5 | $23M | 1.3M | 18.31 | |
| Globus Med Cl A (GMED) | 4.4 | $23M | 307k | 74.27 | |
| Healthequity (HQY) | 4.4 | $23M | 368k | 61.64 | |
| Clean Harbors (CLH) | 4.4 | $23M | 198k | 114.12 | |
| Cirrus Logic (CRUS) | 3.8 | $20M | 262k | 74.48 | |
| Stride (LRN) | 3.5 | $18M | 590k | 31.28 | |
| ICF International (ICFI) | 3.3 | $17M | 171k | 99.05 | |
| Grocery Outlet Hldg Corp (GO) | 3.2 | $17M | 578k | 29.19 | |
| Primo Water (PRMW) | 3.1 | $16M | 1.1M | 15.54 | |
| Myr (MYRG) | 3.1 | $16M | 175k | 92.07 | |
| Chemed Corp Com Stk (CHE) | 2.9 | $15M | 29k | 510.43 | |
| Clearfield (CLFD) | 2.8 | $15M | 156k | 94.14 | |
| Mercury Computer Systems (MRCY) | 2.4 | $12M | 275k | 44.74 | |
| Harrow Health (HROW) | 2.2 | $11M | 769k | 14.76 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 1.9 | $9.6M | 1.2M | 8.17 | |
| Sunopta (STKL) | 1.2 | $6.5M | 767k | 8.44 | |
| Model N (MODN) | 1.1 | $5.5M | 136k | 40.56 | |
| Red Violet (RDVT) | 0.9 | $4.8M | 207k | 23.02 |
